Announcing the Family Enterprise Advisor Designates of 2021

Published: Oct 14, 2021

OCTOBER 15, 2021 – Family Enterprise Canada is honoured to announce the successful certification of 71 Family Enterprise Advisors (FEAs) in 2021. The FEA Program, offered in partnership with three Canadian universities, is a prerequisite to earning the FEA designation which represents the pinnacle of professional expertise in the field of family enterprise advising.

“We are extremely proud of our newly certified FEAs. They put in the hard work and with the valuable knowledge and insights gained from the FEA program, they can better serve their business family clients,” says Bill Brushett, President and CEO at Family Enterprise Canada.

The FEA designation helps advisors, including accountants, lawyers, bankers, coaches, insurance, wealth and other professionals, augment their formidable technical skills. It showcases their commitment to family enterprises and their ability to bring timely and thoughtful solutions to the family table. Our designates report that the FEA Program has led to deeper relationships with their clients and a broadened perspective on the issues business families face, including generational transition.

“This intense, year-long program, followed by a rigorous examination process, takes commitment and passion to complete,” says Bill, “and today, we congratulate these dedicated professionals who join the ranks of over 450 FEAs in Canada who have achieved this high standard in family enterprise advising.”

Congratulations to our 2021 FEA designates

Adrian Altamirano, PPI

Alan Lio, Sun Life

Allison Comeau, Grayhawk Investment Strategies Inc.

Ambreen Bhaloo, Ambreen Bhaloo Coaching

Amin Kanji, TD Wealth Private Banking

Andrea Robertson, TD Wealth

Andrée Couture, PPI Advisory

Andrew Clayton, TD Wealth Private Investment Advice

Anna Gordon, Clark & Horner LLP

Annie Boivin, Samara

Barry Pascal, Bell Pascal

Brian Cabral, CIBC Private Wealth Management

Brittany Adamson, Legacy Family Office at Assante Wealth Management

Bryan Huck, BDO Canada LLP

Catherine Ouellette, RBC Royal Bank

Chris Martin, RichardsonGMP

Christopher Short, BMO Wealth Management

Dan Brintnell, Overbay Capital Partners

Daniel Duchesne, RBC Wealth Management

Danielle Marie Wildfong, R. Global Ag Risk & Danielle Wildfong Consulting

Dennis Leung, Grant Thornton LLP

Derek Henderson, RBC Dominion Securities Inc.

Elena Prins, Folly Partners

Elise Pulver, TD Wealth Management

Geoff Funke, Scotia Mcleod

Geoffrey Pennal, CIBC Wood Gundy

Graeme Gordon, TD Wealth

Hadielia Yassiri, Green Marker Wealth Continuity Advisory

Hemal Balsara, Manulife

Hilary Leitch, Lerners LLP

Jacob Sheehan, Life Design Systems

Janie Provencher Blais, RBC Wealth Management

Jessica Arakgi, Nicola Wealth

Jim Sheridan, RBC Dominion Securities Inc.

John O’Connell, Davis Rea Ltd.

Josh Crittenden, Jarislowsky Fraser Limited

Karine Gaouette Précourt, BMO Private Wealth

Karla Rahn, Farm Credit Canada

Kelsey Froh, Scotia Wealth Management

Keri O’Driscoll, Scotia Wealth Management

Kim Siegers-Robinson, Park Place Advisory

Kristine Beaupre, The Pioneer Group Inc.

Ksenia Kovarsky, Legacy Family Office at Assante Financial Management

Leah Stone, Dickson Chartered Professional Accountants

Lorne Shillinger, KPMG LLP

Lucio Riccio, CIBC

Lydia Potocnik, BMO Private Wealth Canada

Matthew Snoei, RBC Dominion Securities Inc.

Michael DesLauriers, Grant Thornton LLP

Michael McGrann, Telos Group

Michelle Connolly, Wellington-Altus Private Wealth

Neil Kumar, Richardson GMP Limited

Perry Shak, RBC Dominion Securities Inc.

Peter Mastorakos, Ekaton Wealth Management Inc.

Pierce Wang, CIBC

Richa Arora, KPMG Family Office

Robert Izatt, TD Wealth

Robert Skeat, RBC Dominion Securities

Sarah Cuzzetto, Criterion Capital Group of RBC Dominion Securities

Satvir Gill, Scotia Wealth Management

Scot Bolton, Good Redden Klosler Wealth Management

Shannon Walters, KPMG

Stephen Harding, HomeEquity Bank

Susan Wood, CIBC

Tammy Buss, Buss Financial Group Inc.

Tannis Dawson, TD Wealth

Tiffany Harding, Gluskin Sheff

Tim Leonard, BMO Bank of Montreal

Timothy Simpson, BMO Estate Insurance Advisory Services

Tony Markin, National Bank | Private Banking 1859

Tracey McLennan, CIBC Private Wealth

About Family Enterprise Canada

We are the national community for family business in Canada. Our goal is to ensure the long-term success and continuity of enterprising families and their family enterprises, across generations! Family Enterprise Canada empowers business families and Family Enterprise Advisors (FEAs) to thrive by providing a dynamic peer community, family-focused learning, relevant insights, a family enterprise specific designation and — together with our Foundation — a voice for all.

For more information about the Family Enterprise Advisor designation, please visit our website at


Sheila Scott
National Director, Marketing & Communications
Family Enterprise Canada
T: 647.521.7812

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